Mackensen Trust

990PF • Fiscal year 2017 • EIN 68-6223606

Oct 01, 2016 to Sep 30, 2017 • Filed on Jan 17, 2018

Organization Profile

PO Box 1146Bristow, OK 74010

(918) 367-5979

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

0.02x

Higher debt load relative to revenue than 36% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

-100%

Higher net margin than 5% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

No value available

This filing does not contain officer compensation rows.

Source year 2017

6.2%

Faster asset growth than 62% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

-53%

Faster revenue growth than 5% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / Assets26th percentile

Assets

$4,292,483

Up $249,516 (+6.2%) from 2016

Net Assets

$4,290,912

Up $249,160 (+6.2%) from 2016

Liabilities

$1,571

Up $356 (+29%) from 2016

Revenue And Expenses

Liabilities / Revenue36th percentile Net Margin5th percentile

Revenue

Down

$76,938

Down $86,656 (-53%) from 2016

Expenses

Down

$153,727

Down $145,845 (-49%) from 2016

Net Income

-$76,789

Up $59,189 (+44%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2017

Assets$4,292,483

Liabilities$1,571

Net Assets$4,290,912

Open 2017 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2017

Revenue$76,938

Expenses$153,727

Net Income-$76,789

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2016 to Sep 30, 2017
Signed: Jan 17, 2018
Return Version: 2016v3.0

Compensation and Service Providers

Top Officer PayScore unavailable

Employees

Name	Title	Full / Part Time	Base	Other	Total
STAN EARNHARDT	Foundation Mana	PT	$44,666	-	$44,666
ROY HISKETT	Trustee	-	$3,434	-	$3,434
ROBERT WYATT	Trustee	-	$3,434	-	$3,434

Filing and Contact Details

Filer

Filer Name: Mackensen Trust
EIN: 68-6223606
Phone: 9183675979
Address: PO BOX 1146, BRISTOW, OK 74010

Signing Officer

Name: Stan Earnhardt
Title: Foundation Manager
Signed: 2018-01-17
Discuss with paid preparer: Yes

Preparer

Firm: Earnhardt & Root CPAs
Address: P O Box 1146, Bristow, OK 74010
Preparer: Stan Earnhardt CPA
Phone: 9183675979

Raw XML Appendix298 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	92000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	122862
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	204339
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	81477
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	71378
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	6919
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	44411
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	81477
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	41231
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	41231
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	122862
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	41231
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	122708
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	0
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	1717
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	3434
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	1717
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	1121996
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	UNREALIZED GAIN ON SECURITIES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	1447945
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	501
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	646
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	502
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	647
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	1003
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	1293
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	325949
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	INCREASE IN UNREALIZED GAINS
TaxesSchedule/TaxesDetail/Amt	0	1313
TaxesSchedule/TaxesDetail/Amt	1	3150
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE
TaxesSchedule/TaxesDetail/CategoryTxt	1	PAYROLL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	656
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	1575
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	657
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	1575
ReturnHeader/BuildTS	0	2018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	STAN EARNHARDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Foundation Manager
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-01-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	MACKENSEN TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	MACK
ReturnHeader/Filer/EIN	0	686223606
ReturnHeader/Filer/PhoneNum	0	9183675979
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 1146
ReturnHeader/Filer/USAddress/CityNm	0	BRISTOW
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OK
ReturnHeader/Filer/USAddress/ZIPCd	0	74010
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Earnhardt & Root CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	P O Box 1146
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Bristow
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	74010
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9183675979
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	STAN EARNHARDT CPA
ReturnHeader/ReturnTs	0	2018-01-17T08:50:16-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2016-10-01
ReturnHeader/TaxPeriodEndDt	0	2017-09-30
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $4,292,483
Liabilities: $1,571
Net assets: $4,290,912
Revenue: $76,938
Expenses: $153,727
Net income: -$76,789

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$5.30	$0.00	$5.30	$0.38	$0.42	$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.56	$0.00	$4.56	$0.11	$0.26	$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.18	$0.00	$4.18	$0.10	$0.25	$0.15
2021Detailed filing. Detailed filing data is available for this year.	$4.71	$0.00	$4.71	$0.07	$0.21	$0.14
2019Detailed filing. Detailed filing data is available for this year.	$4.16	$0.00	$4.16	$0.53	$0.27	$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.40	$0.00	$4.39	$0.10	$0.19	$0.09
2017Detailed filing. Detailed filing data is available for this year.	$4.29	$0.00	$4.29	$0.08	$0.15	$0.08
2016Detailed filing. Detailed filing data is available for this year.	$4.04	$0.00	$4.04	$0.16	$0.30	$0.14
2015Detailed filing. Detailed filing data is available for this year.	$3.96	$0.00	$3.96	$0.17	$0.23	$0.07
2014Detailed filing. Detailed filing data is available for this year.	$4.31	$0.00	$4.30	$0.12	$0.25	$0.13
2013Detailed filing. Detailed filing data is available for this year.	$4.10	$0.00	$4.10		$0.14
2012Summary only. Only limited summary data is available for this year.	$3.87	$0.00		$0.35	$0.26	$0.09
2011Summary only. Only limited summary data is available for this year.	$3.57	$0.00		$0.29	$0.34	$0.05